See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $72,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,129 | $39,898-47.0% | $121,196-82.6% | $55,725-62.1% |
| Participation rate | 76.9% | 61.2%+15.7pp | 71.7%+5.1pp | 70.9%+6.0pp |
| Annual return | -6.53% | -0.96%-5.6pp | 16.93%-23.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,319 | $2,439-45.9% | $3,344-60.6% | $3,356-60.7% |
| Admin fee / account holder | $190 | $95+99.3% | $5,019-96.2% | $115+64.5% |